The only thing I'm not sure about is why Phil and MS aren't being more direct about it. What would be downside of a straight up statement that's like "Look we bought these studios to strengthen our first party lineup and all future games that aren't tied to a pre existing agreement/contract will only release on platforms where Gamepass is available" ?
Maybe because that wouldnt sound well to bethesda employees?
Right now their focus should be on moving consoles.... if the xbox have a 60/40 advantage over the PS5, releasing those games as exclusives will be just the natural thing to do.